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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,871 | $167,362-47.5% | $143,799-38.9% | $134,532-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.38% | 0.47%-4.9pp | -0.04%-4.3pp | 418.27%-422.6pp |
| Employer contribution / active EE | $3,285 | $5,620-41.5% | $4,952-33.7% | $4,741-30.7% |
| Participant deferral / active EE | $1,662 | $6,447-74.2% | $5,638-70.5% | $6,401-74.0% |
| Admin fee / account holder | $1,826 | $18,094-89.9% | $14,677-87.6% | $11,429-84.0% |